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Aled Jones

Investment Manager

Portfolio Management

Llandudno

About Aled

After graduating from Cardiff University I started my career in finance in 2010 with Hargreave Hale where I was a founding member of the Collective Investment Team. Hargreave Hale was subsequently acquired by the company in 2017.

Today I am responsible for managing portfolios on behalf of private clients, SIPP, trusts, and charities, primarily on a discretionary basis. I work closely with other professionals, such as solicitors and accountants, to offer clients a holistic service.

As a first-language Welsh-speaker, I can provide clients with a personalised service in both Welsh and English.

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